Aluminum’s peace trade, one month later
Aluminum prices recovered after the July 9 checkpoint, but financial and exchange indicators didn’t move uniformly.
Tag: LME
Century sees more Mt. Holly output in second half
Century Aluminum completed its Mt. Holly restart in Q2, but shipments remained nearly flat as added production moves into the second half.
Edward Meir's week in review and thoughts on the week of Aug. 3, 2026
It was a very hectic week in a number of markets, but not so much in the ferrous and nonferrous metals space.
US resumes blockade of Iranian ports, aluminum rebounds
Additional attacks on commercial shipping, renewed US military operations and a resumed naval blockade coincided with aluminum prices recovering from early July lows.
Did aluminum markets price in peace too soon?
Aluminum prices retreated as markets priced a return to Middle East stability, but shipping attacks, military strikes and LME indicators suggest that assumption may have outpaced events.
AMU/SMU Community Chat: Tanners says recent price drop a 'head scratcher'
The recent retreat in aluminum prices has been a “head scratcher” as the Iran war continues to disrupt output from an important production region.
LME positioning eases as aluminum prices retreat
LME aluminum market participants broadly reduced long and short positions during June as prices retreated, although longer-term participation trends remained relatively unchanged.
LME checkpoint: Prices retreat while warehouse stocks remain low
LME aluminum prices, prompt premiums and the US Midwest Premium have moved lower in June, while exchange inventories continue to decline and remain near five-year lows.
LME Clear raises renminbi collateral limit, accepts Hong Kong warrants
LME Clear increased member renminbi collateral limits, shortened collateral notice periods and approved Hong Kong warrants for collateral use.
Edward Meir's week in review and thoughts for the week of June 8, 2026
Going into this week, focus will remain on US equity markets as investors wait to see whether Friday's selloff will intensify, in which case we could see knock-on price declines in a number of other complexes—including base and precious metals.